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icono de ADX

Adams Diversified Equity Fund
ADX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Lazard Asset Management
1
Lazard Asset Management
New York
USD 82 M -USD 8.8 M -359,201 -10%
Raymond James Financial
2
Raymond James Financial
Florida
USD 33.7 M +USD 628 k +25,632 +2%
Bensler
3
Bensler
Washington
USD 28.9 M +USD 1.83 M +74,640 +7%
Cohen & Steers
4
Cohen & Steers
New York
USD 28.1 M -USD 490 k -20,000 -2%
LPL Financial
5
LPL Financial
California
USD 26 M +USD 15.4 M +629,905 +163%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
USD 24.4 M -USD 667 k -27,226 -3%
Blue Bell Private Wealth Management
7
Blue Bell Private Wealth Management
Pennsylvania
USD 21.6 M -USD 1.17 M -47,797 -5%
Morgan Stanley
8
Morgan Stanley
New York
USD 19.6 M -USD 9.7 M -394,528 -34%
Stifel Financial
9
Stifel Financial
Missouri
USD 10.6 M -USD 103 k -4,220 -1%
Advisors Asset Management
10
Advisors Asset Management
Colorado
USD 10.3 M +USD 67 k +2,735 +0.7%
Waterfront Wealth
11
Waterfront Wealth
Kansas
USD 9.02 M -USD 840 k -34,269 -9%
ARQ Wealth Advisors
12
ARQ Wealth Advisors
Arizona
USD 8.83 M +USD 2.69 M +109,727 +49%
Bank of America
13
Bank of America
North Carolina
USD 8.19 M +USD 894 k +36,473 +13%
Wells Fargo
14
Wells Fargo
California
USD 7.54 M +USD 88.9 k +3,627 +1%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
USD 7.3 M +USD 195 k +7,947 +3%
IFO
16
Intrepid Family Office
Florida
USD 7.11 M +USD 128 k +5,226 +2%
Hennion & Walsh Asset Management
17
Hennion & Walsh Asset Management
New Jersey
USD 7.05 M -USD 624 k -25,446 -8%
Ameriprise
18
Ameriprise
Minnesota
USD 6.96 M -USD 1.1 M -44,951 -14%
GC
19
GatePass Capital
Ohio
USD 6.01 M -USD 1.32 M -53,880 -19%
MAI Capital Management
20
MAI Capital Management
Ohio
USD 5.66 M +USD 5.43 M +221,469 Nuevas
RCM
21
RB Capital Management
Nevada
USD 5.4 M +USD 104 k +4,227 +2%
Osaic Holdings
22
Osaic Holdings
Arizona
USD 5.14 M +USD 81.2 k +3,312 +2%
FC
23
FCA Corp
Texas
USD 5.12 M +USD 395 k +16,117 +9%
Jones Financial Companies
24
Jones Financial Companies
Missouri
USD 4.96 M +USD 902 k +36,793 +23%
UMB Bank
25
UMB Bank
Missouri
USD 4.92 M -USD 382 k -15,593 -7%
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